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NAINX vs RLBBX
NAINX vs RLBBX Comparison
Open Charts NAINX vs RLBBX
Virtus Tactical Allocation A
Price$10.80
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets642.9M
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
NAINX vs RLBBX Comparison Chart
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NAINX vs. RLBBX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAINX is a Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. NAINX (643M). RLBBX pays higher dividends than NAINX: RLBBX (1.58) vs NAINX (1.19). NAINX was incepted earlier than RLBBX: NAINX (85 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. NAINX (23.00). RLBBX has a lower initial minimum investment than NAINX: RLBBX (250) vs NAINX (2500). RLBBX annual gain was more profitable for investors over the last year : 8.38 vs. NAINX (-1.35). RLBBX return over 5 years is better than : 26.03 vs. NAINX (5.94).
| NAINX | RLBBX | NAINX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | 2.370 | 2.761 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 242B | 0% |
| Annual Yield % from dividends | 1.19 | 1.58 | 75% |
| Returns for 1 year | -1.35 | 8.38 | -16% |
| Returns for 3 years | -2.90 | 15.67 | -18% |
| Returns for 5 years | 5.94 | 26.03 | 23% |
| Returns for 10 years | 21.30 | 46.57 | 46% |
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